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Policies guide your foundation in its daily operations and steer the board as it works to fulfill the foundation’s mission. This primer walks you through policies that can help you: operate more efficiently, align daily operations with your mission, fulfill your legal and ethical responsibilities, increase transparency, and orient new board members.

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INSTANT DOWNLOAD: Understand the laws associated with the Form 990-PF and get tips for correct filing. This primer is for CPAs preparing the Form 990-PF, foundation officers signing it, professionals responsible for bookkeeping, or trustees wanting to better understand their foundation’s Form 990-PF.

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Understand the laws associated with the Form 990-PF and get tips for correct filing. This primer is for CPAs preparing the Form 990-PF, foundation officers signing it, professionals responsible for bookkeeping, or trustees wanting to better understand their foundation’s Form 990-PF.

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Beyond dollars, small foundations hold unique assets such as deep knowledge of community needs, ability to focus over time, reputation as community institutions, and creativity of board members and staff. Learn about 20 ways Exponent Philanthropy members use the full range of foundation assets for the benefit of their mission, goals, or community.

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Is your foundation board looking for ways to improve its work together or jump-start a conversation about underlying challenges? Designed especially for foundations with few or no staff, the Practical Board Self-Assessment is a comprehensive, flexible, and easy-to-use tool to catalyze thoughtful and insightful conversations, strengthen your board’s work, and amplify your philanthropy’s impact.

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We all want to have impact—or, in simpler terms, make a real difference. How do we get there? This simple tool will give you a framework for discussing impact; help you identify areas of strength and opportunities for increasing your impact; and give you tips and resources to strengthen specific areas in your journey toward greater impact.

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Understand the giving options available to you. This quick guide provides you with a full list of options, a framework for selecting the right one(s) for you, and questions to prepare you for a meeting with an advisor.

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List your services in this national directory of advisors for small-staffed philanthropy which has become one of the highest-rated services Exponent Philanthropy provides to members and others in the philanthropic field.

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Outsized Impact 2014 | Annual commentary on philanthropy with few or no staff. In this first-of-its-kind report, read about trends shaping philanthropy with few or no staff and its outsized impact on the world.

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Philanthropists with few or no staff use this annual report to benchmark base salaries by region, gender, experience, and asset size. Data include information on health insurance premiums, retirement contributions, paid leave, and more.

This guide is designed to help foundations thoughtfully and responsibly plan for a significant ramp up in giving and/or adjust to a sudden infusion of assets. Drawing on the experiences of a number of foundations that have undergone this transition, the primer addresses key considerations for foundation leadership in the areas of governance, staffing and operations, grantmaking and evaluation, investments, and tax and legal arenas.

This guide was produced in partnership with The Philanthropic Initiative.

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This guide is designed to help foundations thoughtfully and responsibly plan for a significant ramp up in giving and/or adjust to a sudden infusion of assets. Drawing on the experiences of a number of foundations that have undergone this transition, the primer addresses key considerations for foundation leadership in the areas of governance, staffing and operations, grantmaking and evaluation, investments, and tax and legal arenas.

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Find out what it’s like to be on your grantees’ side of the table. The Grantee and Applicant Perception Survey will solicit extensive and anonymous feedback from your foundation’s grantees and applicants about working with your foundation. This straightforward and comprehensive tool will help you understand what your foundation can do to reinforce existing strengths as well as improve your interactions with grantees and applicants.